Pipeboard brings your Pipedrive workspace into one focused dashboard.

**The Problem**
Pipedrive UI can feel cluttered. Task management and pipeline visibility should be fast and simple.

**The Solution**
A productivity driven dashboard to manage tasks, deals, and pipeline activity in one streamlined interface. Optional Google Sheets integration supports reporting and email tools.

**Key Features**

- **Web Dashboard**
Real time performance metrics, activity tracking, team visibility, and pipeline health in one browser view.

- **Unified Task Management**
View all tasks with full deal context in one place. Complete, snooze, or create activities instantly.

- **Kanban Pipeline View**
Drag and drop deals across stages to keep your pipeline accurate.

- **Activity Timeline**
See full deal and contact histories so you always know what happened and what is next.

- **Smart Reminders**
Email alerts before deadlines or when tasks become overdue.

- **Daily Digest**
Start your day with a customizable task and deal summary.

**Why Pipeboard?**

- Never miss a follow up
- Manage tasks and pipeline together
- Reduce CRM friction and tab switching
- Keep reporting connected to Sheets

**Perfect For**

Sales reps and teams who want a faster way to manage Pipedrive.

💰 **Pricing:** Start free with core features, then upgrade anytime.

👉 [View full pricing plans here](https://www.getpipeboard.com/#pricing)

**Get started free** — Install Pipeboard and take control of your pipeline today.

Manage my projects

Automate my pipeline and data

Pipeboard

Popl provides digital business card solutions that help companies collect more in-person leads.

Our integration with Pipedrive allows you to sync leads from Popl over to your Pipedrive account as people, deals, leads, or contacts.

The integration will create or update records based on whether they are found in Pipedrive, automatic de-duplication is built in.

Attract new leads

Qualify my leads

Popl

QuickClick puts your automations one click away — right inside Pipedrive.

QuickClick adds a panel with custom action buttons to the sidebar of every deal, contact and organization. Each button sends the current record straight to a webhook of your choice — no tab-switching, no copy-pasting record IDs, no manual triggers.

**What you can do**
- Create as many buttons as you need, each with its own name, colour and webhook URL
- Trigger any automation platform: n8n, Make, Zapier or your own API
- Use it on deals, people and organizations alike
- The record's ID and context are passed automatically with every click

**Built for teams**
- Admins set everything up directly in the panel — no developer required
- Control visibility per button: choose exactly which team members see and use each one, or leave it open to everyone
- Admins always keep full access

**Typical use cases**
- Send a WhatsApp message or email from a deal
- Generate a quote, invoice or contract
- Create a task in your project tool
- Kick off any multi-step workflow

Setup takes seconds: install the app, open any record and start adding buttons. Your buttons and webhook URLs are stored privately per Pipedrive account.

QuickClick

Sally is your AI-powered meeting assistant that captures conversations, turns them into accurate transcripts, and generates clear, actionable summaries. Instead of spending time writing notes or manually updating CRM records, Sally keeps everything organized so your team can stay focused on selling.

With this Pipedrive integration, you can instantly send key insights, decisions, and action items from any meeting directly into your deals or contacts. Sally highlights the most important information and enables you to push it into Pipedrive with a single click, ensuring your pipeline stays current and nothing gets lost between calls.

Whether you’re running discovery calls, internal handoffs, or customer check-ins, Sally gives you a reliable written record of every conversation. Your team gains consistent documentation, faster follow-ups, and a clear understanding of what needs to happen next.

Manage contracts

Manage my accounts

SallyAI

Text your leads and customers without ever leaving Pipedrive. Dexatel's Pipedrive SMS integration lets you **send 1:1 messages,** **launch bulk SMS campaigns,** and **automate customer messaging **using Pipedrive Automations and Dexatel webhooks—all from within your CRM. SMS conversations are automatically associated with the relevant contact or deal, helping your team keep customer communication organized. Confirm orders, remind customers of upcoming appointments, and follow up on leads before they go cold. Automate reminders and follow-up sequences so your team stops chasing manually. **Deliver SMS to 190+ countries**, communicate in virtually any language or alphabet, and use your own Sender ID where supported.

With the Dexatel Pipedrive SMS integration, you can:

**Send 1:1 SMS** — text individual contacts directly from their their contact, organization, or deal records 

**Run bulk SMS campaigns** — reach your entire list or a segmented group in one send

**Automate SMS workflows** — send reminders, follow-ups, and notifications using Pipedrive Automations and Dexatel webhooks 

**Support two-way SMS** — receive replies when using supported US and Canadian phone numbers, with messages linked to the relevant contact or deal.

**Use your own Sender ID**— build trust by displaying your business name where supported 

**Reach customers worldwide** — deliver SMS to 190+ countries in virtually any language or alphabet

Nurture my leads

Communicate with leads

SMS, Bulk Texting & SMS Automation by Dexatel

**SpeakSoon turns events into an effective sales channel for teams that use Pipedrive.**

Instead of losing leads in coat pockets, camera rolls, and phone notes, your reps capture every conversation the moment it happens through WhatsApp. Snap a business card, record a 20-second voice note, forward a badge photo, or just text a name and company. SpeakSoon transcribes, structures, enriches, and remembers everything that was said.

The Pipedrive integration closes the loop between the show floor and your pipeline. Every contact captured at an event is pushed into Pipedrive as a contact (and optionally a deal), complete with the enriched company data, the conversation context, and the follow-up notes your rep dictated on the spot. No manual CRM data entry, no forgotten leads.

Built for sales teams that go to trade shows, conferences, and networking events, SpeakSoon gives you:

- WhatsApp-native capture — no app to install, no friction for your reps.
- Lead enrichment — company research, role, and context attached to every contact.
- Shared team memory — everyone sees who met whom and what was discussed.
- Personalized follow-up drafts, ready to send while the conversation is still warm.
- Per-event ROI reporting so you know which events are actually worth going back to.

**Networking becomes measurable pipeline in Pipedrive.**

SpeakSoon

Tables is a B2B contact database that fills and enriches your Pipedrive CRM.

Search over 300 million people and companies, find verified work emails and phone numbers, then send them straight into Pipedrive as persons and organizations. No copying between tabs.

Connect your Pipedrive account once from the integrations page in Tables. Build a list, pick which fields go into which Pipedrive fields, and export. Tables suggests defaults, so you only change what you want. Your own custom fields work too.

Tables also runs AI enrichment. Ask a question about each person or company, such as what a business does or whether it fits your market, and write the answer into any Pipedrive field.

Exports run in the background and show you what worked and what did not. People are matched on email address and organizations on name, so a repeat export updates the same record instead of creating a duplicate.

You will need a Tables account on a paid plan.

Other use cases

Tables

Woodpecker is an intuitive cold email tool that helps B2B companies to connect with prospective customers and business partners and keep the conversations going.

Woodpecker allows you to craft personalized, relevant email sequences and makes sure they get delivered to your recipient’s main inbox.
Your follow-ups are sent in the same thread as the opening email. The sequence is automatically stopped when someone replies.

Woodpecker helps you easily experiment with your messages to find the best-performing versions, and automatically marks how interested your prospects are when they reply.

The tool makes outreach across channels easier with LinkedIn manual tasks and Woodpecker Calls: a call scheduling and tracking mobile app for Android that allows you to contact your leads straight from your phone.

Woodpecker is like an assistant who takes over the daunting, repetitive part of starting conversations and building B2B relations. It allows sales, lead generation and recruitment professionals to save time and focus on the human-to-human part of the process.

Woodpecker.co

WP Fusion for Pipedrive – Seamless CRM Integration for WordPress

WP Fusion is the ultimate tool for connecting your WordPress website with Pipedrive. Whether you're managing leads, tracking customer interactions, or automating workflows, WP Fusion ensures your data stays in sync between your WordPress site and your Pipedrive CRM.

With WP Fusion, you can:
✅ Automate lead capture and sync contacts effortlessly
✅ Apply tags and segment users based on actions in WordPress
✅ Use Pipedrive Webhooks to trigger updates and personalized automation

**Getting Started**
1️⃣ Install WP Fusion on your WordPress site.
2️⃣ Connect to Pipedrive from the settings.
3️⃣ Set up tag automation and field mapping.
4️⃣ Watch your workflows automate in real-time!

📖 Documentation &amp; Support
For full setup guides and troubleshooting, visit:
🔗 [How to Connect Pipedrive to WordPress](https://wpfusion.com/documentation/installation-guides/how-to-connect-pipedrive-to-wordpress/)
🔗[ Pipedrive Webhooks Guide](http://wpfusion.com/documentation/webhooks/pipedrive-webhooks/)

Pricing
WP Fusion offers flexible pricing plans to fit your needs. Explore the options here:
🔗 [WP Fusion Pricing](https://wpfusion.com/pricing/)

Why Choose WP Fusion?
🚀 Save hours of manual work with automation
🔗 No vendor lock-in – own your data and sync it your way
🔒 100% secure and GDPR-compliant

Join thousands of businesses using WP Fusion to automate their workflows and grow faster!

WP Fusion

### Xero Integration by Cloudify Overview

Sync Pipedrive deals to Xero as invoices or quotes — automatically, without switching apps or re-entering data.

Cloudify connects your Pipedrive deals directly to Xero. Set a pipeline stage as your trigger — when a deal lands there, Cloudify automatically creates the invoice or quote in Xero with all the deal data. No copy-pasting, no switching tabs.

**Features:**

- **Automatic deal-to-invoice/quote** sync from any pipeline stage you choose
- **One-click invoice generation** — Create, update, and customize Xero invoices from any stage of a Pipedrive deal.
- **Dashboard with bulk sync** — create, review, and sync invoices from one place. Push multiple invoices at once with Bulk sync feature
- **Live Xero invoice status** — know instantly whether an invoice is draft, awaiting payment, or paid without leaving Pipedrive
- **Replay failed syncs** — update deal data and re-sync with one click
- **Sync activity logging** — every action tracked in deal activities

**Why Pipedrive teams use Cloudify:**
Sales works in Pipedrive. Finance works in Xero. Without Cloudify, someone manually recreates every invoice. With it, invoicing happens the moment a deal moves — no handoffs, no errors, no delays.

Start free with 30 syncs.[ Book a complimentary 30-minute onboarding call](https://meetings.hubspot.com/cloudify/app-assistance) and we'll configure the integration for your specific workflow.

Xero

Adzviser connects your Pipedrive data to analytics and reporting tools so you can explore your sales pipeline outside the Pipedrive interface.

Instead of manually exporting deal data or building complex integrations, Adzviser lets you retrieve Pipedrive data directly in tools such as ChatGPT, Claude, Google Sheets, and Looker Studio. This makes it easier to analyze deal performance, monitor pipeline trends, and create custom reports using the tools your team already uses.

With Adzviser, you can pull data like deals, activities, organizations, contacts, and pipeline metrics into external environments where you can run deeper analysis, automate reporting workflows, or build dashboards.

The integration is designed for sales teams, analysts, and agencies that want more flexibility when working with Pipedrive data. Whether you're building automated reports, auditing sales performance, or exploring trends with AI agents, Adzviser provides a straightforward way to move your Pipedrive data into the tools where analysis happens.

Adzviser

Tired of manual exports and data silos between Pipedrive and Airtable?

Outfunnel’s no-code sync saves you time, eliminates manual tasks, and lets you focus on growing your business. With automated data flows, your teams can unlock deeper insights and work smarter—not harder.

### **Features**

**Automatic and seamless sync**
- Sync all Airtable contacts or a subset(s) you define with filters to Pipedrive and keep the two databases in sync going forward.
- (Coming soon) Sync Pipedrive contacts to Airtable
- (Coming soon) Sync lead, deal and activity objects

**Powerful field mapping**
- Map any Airtable fields to Pipedrive contact fields
- (Coming soon) Update organization and deal fields

**Sync status**
- See what has synced and fix issues

### **Use Cases**

**Enrich data**: Enrich data in Airtable, then sync to Pipedrive

**Lead management**: Add new leads to Airtable, then sync the relevant ones to Pipedrive

**External team collaboration**: Agencies or AI collect data that then syncs to Pipedrive for follow-up

Try free for 14 days.

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